SpaceX's AI unit held talks with Microsoft to lease compute

SpaceX's AI unit discussed leasing computing capacity to Microsoft over the summer, people familiar with the matter said. Selling compute has become one of SpaceX's most lucrative businesses, with commitments from Anthropic and Google worth billions of dollars a month and more deals yet to kick in.

• SpaceX held summer talks on leasing compute to Microsoft
• Commitments from Anthropic and Google bring billions monthly
• More compute deals have yet to take effect
• Status of Microsoft talks unclear; Microsoft declined to comment